Charlotte, NC
Meet with a Christian financial advisor in Charlotte, North Carolina!
Our Certified Kingdom Advisors provide fee-only comprehensive financial planning and Biblically Responsible Investing to Christian families and organizations in Charlotte and the surrounding metropolitan area. We also offer faith-based 401(k) and 403(b) plans to Christian owned businesses, ministries, and churches.
Request a complimentary portfolio screening or give us a call to talk about your financial goals, dreams, and values!
We look forward to putting our 100+ years of collective experience to work for you!
Charlotte, North Carolina Location
In-Person Meetings (by appointment):
6000 Fairview Rd., #1200
Charlotte, NC 28210
(540) 345-3891
(Meetings by appointment only)
Virtual Meetings:
Regardless of where you live, you are always just a virtual call away from a face-to-face meeting. If this is your preference, we are available to meet with you virtually via a secure video meeting.
Highly Trained Christian Financial Planners
Our home office team in Roanoke, Virginia serves as our back office and consists of individuals with some of the most rigorous industry training and certifications including:
Certified Financial Planner (CFP)
Chartered Financial Analyst (CFA)
Certified Investment Management Analyst (CIMA)
Other locations
Roanoke, Virginia
Rick Laymon, Cassandra Laymon + More
302 Washington Avenue SW
Roanoke VA 24016
(407) 877-6887
State College, Pennsylvania
Mike Sunderland, Hillary Sunderland
250 E. Beaver Ave., Suite E-762
State College, PA 16801
(814) 424-1130